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Financial Network Wealth Advisors’s Maximus MMS Stock Holding History

Financial Network Wealth Advisors’s Portfolio MMS Stock Details MMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-203
Closed -$17.4K – 933
2024
Q2 		$17.4K Buy
+203
New +$17.1K 0.01% 416

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Network Wealth Advisors's MMS Position: Q3 2024 in Review

Financial Network Wealth Advisors sold out of Maximus (MMS) in Q3 2024, closing a stake of 203 shares — an estimated $17.4K sold.

Financial Network Wealth Advisors first reported a position in MMS in Q2 2024 and held it in 1 quarter. The position peaked at $17.4K in Q2 2024. 371 funds tracked by Wall St. Rank hold MMS as of Q3 2024.

  • Financial Network Wealth Advisors reported no remaining Maximus position as of Q3 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 203 Maximus shares in Q3 2024, an estimated $17.4K.
  • Financial Network Wealth Advisors first reported a position in Maximus in Q2 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Maximus position peaked at $17.4K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q3 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.